Latest Institutional Sells of Ishares 0 5 Year Investment Gr (SLQD)
This list provides information on the latest institutional transactions involving Ishares 0 5 Year Investment Gr (SLQD) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-3.05K- 40.68% |
$145K - $150K
|
4.45K
$221K
|
|
|
Feb 05, 2024
Q4 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1.25K- 3.3% |
$59.6K - $61.5K
|
36.7K
$1.82M
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-1.08K- 70.9% |
$51.6K - $53.2K
|
444
$22.1K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-930- 3.96% |
$44.3K - $45.8K
|
22.5K
$1.12M
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-724- 1.88% |
$34.5K - $35.6K
|
37.7K
$1.88M
|
|
|
Jan 19, 2024
Q4 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-700- 6.08% |
$33.4K - $34.4K
|
10.8K
$538K
|
|
|
Jan 12, 2024
Q4 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-417- 1.59% |
$19.9K - $20.5K
|
25.8K
$1.29M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-280- 4.25% |
$13.3K - $13.8K
|
6.31K
$314K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-218- 4.21% |
$10.4K - $10.7K
|
4.96K
$247K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-96- 11.28% |
$4.58K - $4.72K
|
755
$37.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-70- 45.16% |
$3.34K - $3.44K
|
85
$4.23K
|
|
| Q3 2023 | |||||||
|
Oct 25, 2023
Q3 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-65.7K- 41.55% |
$3.15M - $3.18M
|
92.4K
$4.6M
|
|
|
Apr 24, 2024
Q3 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-7.91KClosed |
$379K - $382K
|
0
$0
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-4.37KClosed |
$209K - $211K
|
0
$0
|
|
|
Oct 31, 2023
Q3 2023
|
Divergent Wealth Advisors
|
SELL
|
- |
-1.34K- 8.95% |
$64.3K - $64.9K
|
13.7K
$679K
|
|
|
Nov 03, 2023
Q3 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-564- 5.83% |
$27K - $27.3K
|
9.12K
$453K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-522- 10.19% |
$25K - $25.2K
|
4.6K
$229K
|
|
|
Oct 27, 2023
Q3 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-473- 7.47% |
$22.7K - $22.9K
|
5.86K
$291K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-373- 79.87% |
$17.9K - $18K
|
94
$4.68K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-121Closed |
$5.79K - $5.85K
|
0
$0
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-26- 0.94% |
$1.25K - $1.26K
|
2.73K
$136K
|
|
|
Oct 19, 2023
Q3 2023
|
Gds Wealth Management
|
SELL
|
- |
-20- 0.33% |
$958 - $967
|
6.07K
$302K
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-1- 0.53% |
$47.9 - $48.4
|
187
$9.3K
|
|
| Q2 2023 | |||||||
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-246K- 33.5% |
$11.8M - $12M
|
489K
$24.3M
|
|
|
Jul 17, 2023
Q2 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-107K- 94.55% |
$5.12M - $5.18M
|
6.14K
$305K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.61K- 9.85% |
$222K - $224K
|
42.2K
$2.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.8K- 21.58% |
$86.5K - $87.6K
|
6.54K
$325K
|
|
|
Jul 18, 2023
Q2 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-935- 16.09% |
$45K - $45.5K
|
4.88K
$243K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-768- 71.98% |
$36.9K - $37.4K
|
299
$14.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-417- 8.05% |
$20K - $20.3K
|
4.76K
$237K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-280Closed |
$13.5K - $13.6K
|
0
$0
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-150- 1.2% |
$7.21K - $7.3K
|
12.3K
$613K
|
|
|
Jul 24, 2023
Q2 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-140- 1.39% |
$6.73K - $6.81K
|
9.94K
$495K
|
|
| Q1 2023 | |||||||
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-377K- 97.84% |
$18M - $18.3M
|
8.33K
$414K
|
|
|
May 15, 2023
Q1 2023
|
Crestline Management, LP
Fort Worth, TX |
SELL
|
- |
-90K- 77.59% |
$4.28M - $4.37M
|
26K
$1.29M
|
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-11.4K- 27.01% |
$545K - $556K
|
30.9K
$1.54M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.57K- 88.84% |
$265K - $270K
|
700
$34.8K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
SELL
|
- |
-2.79K- 46.97% |
$133K - $135K
|
3.15K
$157K
|
|
|
Apr 20, 2023
Q1 2023
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-587- 12.33% |
$27.9K - $28.5K
|
4.18K
$208K
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-205- 33.88% |
$9.76K - $9.95K
|
400
$19.9K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-200- 99.5% |
$9.52K - $9.71K
|
1
$49.8
|
|
|
Apr 25, 2023
Q1 2023
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-193- 0.7% |
$9.19K - $9.37K
|
27.4K
$1.36M
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-176- 13.9% |
$8.38K - $8.54K
|
1.09K
$54.2K
|
|
| Q4 2022 | |||||||
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-29.8K- 18.76% |
$1.4M - $1.44M
|
129K
$6.43M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-18.7K- 76.21% |
$880K - $902K
|
5.85K
$291K
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-7.59K- 59.28% |
$356K - $365K
|
5.21K
$259K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2.68K- 99.81% |
$126K - $129K
|
5
$249
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-980- 5.67% |
$46K - $47.2K
|
16.3K
$811K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-360- 35.02% |
$16.9K - $17.3K
|
668
$33.2K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-360- 26.47% |
$16.9K - $17.3K
|
1K
$49.8K
|
|